Latest Institutional Transactions on Edwards Lifesciences Corp (EW)
This table provides information on the latest institutional transactions involving Edwards Lifesciences Corp (EW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-191- 5.56% |
$15.5K - $18K
|
3.24K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-390- 0.17% |
$31.7K - $36.8K
|
231K
$15.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.81K- 11.86% |
$148K - $171K
|
13.5K
$912K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
46New |
$3.74K - $4.34K
|
46
$3.12K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
83+ 1.15% |
$6.76K - $7.83K
|
7.33K
$497K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
31+ 0.57% |
$2.52K - $2.92K
|
5.48K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18New |
$1.47K - $1.7K
|
18
$1.22K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
67New |
$5.45K - $6.32K
|
67
$4.54K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.97KNew |
$567K - $657K
|
6.97K
$472K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.15K- 53.79% |
$256K - $297K
|
2.71K
$183K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
360New |
$29.3K - $34K
|
360
$24.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-314- 65.55% |
$25.6K - $29.6K
|
165
$11.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.21K- 17.16% |
$343K - $397K
|
20.3K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
27.9KNew |
$2.27M - $2.63M
|
27.9K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 0.81% |
$1.63K - $1.89K
|
2.48K
$168K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.4KNew |
$195K - $226K
|
2.4K
$163K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-13- 0.13% |
$1.06K - $1.23K
|
9.92K
$672K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17- 6.42% |
$1.38K - $1.6K
|
248
$16.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
31+ 0.53% |
$2.52K - $2.92K
|
5.88K
$398K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.6KNew |
$946K - $1.1M
|
11.6K
$787K
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
23+ 0.58% |
$1.87K - $2.17K
|
3.96K
$268K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.24KNew |
$345K - $399K
|
4.24K
$287K
|
|
|
Jul 25, 2023
Q2 2023
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-20K- 9.9% |
$1.63M - $1.89M
|
182K
$12.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-300- 11.9% |
$24.4K - $28.3K
|
2.22K
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-14K- 38.47% |
$1.14M - $1.32M
|
22.4K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.48K- 24.84% |
$120K - $139K
|
4.46K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-27- 69.23% |
$2.2K - $2.55K
|
12
$813
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-360- 7.41% |
$29.3K - $34K
|
4.5K
$305K
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
SELL
|
- |
-60- 11.15% |
$4.88K - $5.66K
|
478
$32.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
238+ 4.96% |
$19.4K - $22.5K
|
5.03K
$341K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.31KNew |
$188K - $217K
|
2.31K
$156K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-133- 2.72% |
$10.8K - $12.5K
|
4.76K
$322K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$201K - $232K
|
2.46K
$167K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 200.0% |
$977 - $1.13K
|
18
$1.22K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
2.49KNew |
$202K - $234K
|
2.49K
$168K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
434+ 14.16% |
$35.3K - $40.9K
|
3.5K
$237K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
2.54KNew |
$207K - $240K
|
2.54K
$172K
|
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.09KNew |
$333K - $386K
|
4.09K
$277K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
2.19KNew |
$178K - $206K
|
2.19K
$148K
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.16KNew |
$94.4K - $109K
|
1.16K
$78.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.32KNew |
$189K - $219K
|
2.32K
$157K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-259- 8.23% |
$21.1K - $24.4K
|
2.89K
$196K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.33KNew |
$190K - $220K
|
2.33K
$158K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6+ 60.0% |
$488 - $566
|
16
$1.08K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
2.8KNew |
$208K - $236K
|
2.8K
$190K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
592+ 238.71% |
$44K - $50K
|
840
$56.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
220+ 1100.0% |
$16.3K - $18.6K
|
240
$16.3K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
84New |
$6.24K - $7.1K
|
84
$5.69K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
2.67KNew |
$198K - $226K
|
2.67K
$181K
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
3.9KNew |
$290K - $330K
|
3.9K
$264K
|
|